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《大行報告》野村升百勝中國(09987.HK)目標價至456.3元 季續勝預期
野村發表報告指,百勝中國(09987.HK)去年純利好過該行及市場預期,第四季度純利9,700萬美元,超出預期的6,400萬美元,主要受惠新店舖的貢獻,以及有效的成本控制。去年集團快速擴充,新增1,697間店舖,管理層指引今年新增1,500至1,700間店舖,相信目標可以達到。 另外,管理層計劃透過派息及回購提升股東回報,金額12.5億美元,以2月7日收市價市值計算,相當於9%,野村認為屬吸引水平。該行將其目標價由436元升至456.3元,評級「買入」。
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